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Voya Index Solution 2060 Portfolio (VISPX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US92914L2795

Issuer

Voya

Inception Date

Feb 8, 2015

Min. Investment

$0

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

VISPX has an expense ratio of 0.22%, which is considered low compared to other funds.


Expense ratio chart for VISPX: current value at 0.22% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.22%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Voya Index Solution 2060 Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
6.70%
9.31%
VISPX (Voya Index Solution 2060 Portfolio)
Benchmark (^GSPC)

Returns By Period

Voya Index Solution 2060 Portfolio had a return of 5.25% year-to-date (YTD) and 18.68% in the last 12 months. Over the past 10 years, Voya Index Solution 2060 Portfolio had an annualized return of 9.01%, while the S&P 500 had an annualized return of 11.31%, indicating that Voya Index Solution 2060 Portfolio did not perform as well as the benchmark.


VISPX

YTD

5.25%

1M

3.34%

6M

6.70%

1Y

18.68%

5Y*

9.98%

10Y*

9.01%

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of VISPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.21%5.25%
2024-0.00%4.27%3.14%-3.91%4.48%1.58%2.14%1.68%2.63%-2.32%3.50%-2.35%15.41%
20237.25%-3.04%2.68%1.04%-1.18%5.75%3.32%-2.94%-4.39%-2.85%8.73%5.40%20.34%
2022-4.81%-2.74%1.57%-7.83%0.47%-7.92%7.01%-3.74%-9.45%6.26%7.69%-4.56%-18.33%
2021-0.26%2.72%2.71%4.03%1.33%1.13%0.47%2.51%-4.09%5.07%-2.30%3.92%18.21%
2020-1.11%-7.24%-13.52%10.61%4.54%2.57%4.63%5.86%-3.09%-2.20%11.87%4.72%15.72%
20197.42%2.41%1.46%3.12%-5.51%6.25%0.23%-1.73%1.87%2.39%2.41%3.04%25.28%
20184.90%-4.14%-1.34%0.40%0.63%-0.39%2.93%1.10%0.24%-7.07%1.61%-6.90%-8.45%
20172.36%2.77%0.81%1.34%1.67%0.61%2.24%0.26%1.95%2.00%2.12%1.20%21.11%
2016-5.19%-0.75%6.71%0.91%0.80%0.10%3.68%1.48%0.48%-2.21%1.86%1.83%9.65%
20153.30%-1.06%1.57%0.39%-2.11%0.98%-5.05%-3.99%6.92%-0.30%-1.90%-1.80%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 82, VISPX is among the top 18% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of VISPX is 8282
Overall Rank
The Sharpe Ratio Rank of VISPX is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of VISPX is 7979
Sortino Ratio Rank
The Omega Ratio Rank of VISPX is 8080
Omega Ratio Rank
The Calmar Ratio Rank of VISPX is 8787
Calmar Ratio Rank
The Martin Ratio Rank of VISPX is 8585
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Voya Index Solution 2060 Portfolio (VISPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for VISPX, currently valued at 1.60, compared to the broader market-1.000.001.002.003.004.001.601.74
The chart of Sortino ratio for VISPX, currently valued at 2.24, compared to the broader market0.002.004.006.008.0010.0012.002.242.35
The chart of Omega ratio for VISPX, currently valued at 1.30, compared to the broader market1.002.003.004.001.301.32
The chart of Calmar ratio for VISPX, currently valued at 2.40, compared to the broader market0.005.0010.0015.0020.002.402.61
The chart of Martin ratio for VISPX, currently valued at 9.20, compared to the broader market0.0020.0040.0060.0080.009.2010.66
VISPX
^GSPC

The current Voya Index Solution 2060 Portfolio Sharpe ratio is 1.60. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Voya Index Solution 2060 Portfolio with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.60
1.74
VISPX (Voya Index Solution 2060 Portfolio)
Benchmark (^GSPC)

Dividends

Dividend History

Voya Index Solution 2060 Portfolio provided a 0.14% dividend yield over the last twelve months, with an annual payout of $0.02 per share.


0.20%0.40%0.60%0.80%1.00%1.20%1.40%$0.00$0.05$0.10$0.15$0.20201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
Dividend$0.02$0.02$0.21$0.18$0.20$0.17$0.13$0.10$0.05$0.02

Dividend yield

0.14%0.15%1.49%1.43%1.16%1.11%0.97%0.90%0.39%0.14%

Monthly Dividends

The table displays the monthly dividend distributions for Voya Index Solution 2060 Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.02
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.00$0.00$0.00$0.00$0.21
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18$0.00$0.00$0.00$0.00$0.18
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.00$0.00$0.00$0.00$0.20
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.00$0.17
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.13
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.10
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.05
2016$0.02$0.00$0.00$0.00$0.00$0.02

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February
-0.18%
0
VISPX (Voya Index Solution 2060 Portfolio)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Voya Index Solution 2060 Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Voya Index Solution 2060 Portfolio was 32.66%, occurring on Mar 23, 2020. Recovery took 108 trading sessions.

The current Voya Index Solution 2060 Portfolio drawdown is 0.18%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.66%Feb 13, 202027Mar 23, 2020108Aug 25, 2020135
-25.93%Nov 9, 2021235Oct 14, 2022331Feb 9, 2024566
-18.05%Jan 29, 2018229Dec 24, 2018131Jul 3, 2019360
-16.82%May 22, 2015183Feb 11, 2016124Aug 9, 2016307
-7.65%Sep 3, 202014Sep 23, 202033Nov 9, 202047

Volatility

Volatility Chart

The current Voya Index Solution 2060 Portfolio volatility is 2.82%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
2.82%
3.07%
VISPX (Voya Index Solution 2060 Portfolio)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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